Here you will find our thematic investing insights.
We hope you will find them informative, compelling and thought-provoking, and that they will spark new investment ideas!
Is gold in a long-term secular uptrend?
What? At the time of writing, the price of gold is at or close to its all time high and in 2024 YTD its returns have even outpaced those of a strong equity market. But does that mean that investors should now shy away from…
Keep readingBuying High Calibre Equities
A while ago I was part of a conversation amongst a group of friends, we were discussing markets and approaches to investing. At a certain point one of group said, ‘you just need to buy high calibre equities’. While that sentiment makes perfect sense and…
Keep readingInvesting in Defence Tech
What? Nations globally are increasing spend on defence as we live in a world of heightened conflict and geopolitical instability. In a similar way to so many other segments, technology is at the heart of the evolution and increased sophistication of defence. Defence technology continues…
Keep readingInvesting in Cybersecurity
What? We live in a digital world where almost everything is done (or can be done) online – from shopping, to banking, to working. Our world is being shaped by advances technology, as we are seeing from the rise in AI and in particular Generative…
Keep readingETFs – the weapon of choice for retail investors
In thematic investing, using ETFs to get broad exposure to themes and megatrends is usually the way to go. In fact, we’d go as far to say that as a general rule most retail investors should invest using ETFs rather than single stocks anyway, whether…
Keep readingInvesting in themes and megatrends for everyday investors
To recap, thematic investing is investing into the trends and themes that are shaping the world of today and tomorrow. Rather than investing into specific single stocks, the best way to ensure maximum exposure to the theme is often via an ETF that invests into…
Keep readingSo what is thematic investing?
Simply put, thematic investing is being aware of the themes and megatrends that are shaping our world and investing in them. There are many incredibly fascinating themes and megatrends that are driving the world and society of today and tomorrow, and the companies in those…
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